In Episode 36 of the "Transcending CRM Podcast," hosts Elliott Spence and JP Owens are joined by Evan Kormos, Salesforce Engineering Manager at Coinbase. Evan discusses his transition from traditional financial institutions to the cutting-edge tech environment at Coinbase. He shares insights on the challenges of integrating Salesforce in large-scale operations and the importance of scalable solutions, efficient data management, and DevOps. The conversation also delves into how Evan's experience in banking has equipped him for his current role, emphasizing the blend of technical expertise and s ..read more

In this episode of the "Transcending CRM" podcast, hosts JP Owens and Elliot Spence engage with guest Adam Bell, Chief Marketing Officer at Arbor Realty Trust, to explore his extensive experience with Salesforce in enhancing customer experiences and data management in financial services. Adam shares his journey of implementing Salesforce tools like Pardot and OmniStudio to streamline operations and improve customer engagement. He discusses the challenges of data management, the importance of empathy in marketing, and the transformative potential of AI and Data Cloud technologies in crafting p ..read more

Expanding Horizons: Own's Evolution in Salesforce Data Protection and Recovery In this episode of Transcending CRM, hosts Elliott Spence and JP Owens, alongside guest Matthew Kennedy from Own, discuss the evolution of Own from a backup solution to a comprehensive data protection platform. They delve into new features like Recover, Sandbox Seeding, and security tools. Matthew shares insights from his career journey within the Salesforce ecosystem and Own’s expanded product offerings, highlighting the importance of data security and recovery in Salesforce environments ..read more

There are a lot of words in McKenzie Paulsen’s professional vocabulary, but as the Salesforce Product Owner at GreenState Credit Union, “plan” isn’t one of them. “We are agile development, so things change, and we pivot very quickly.” This week, Paulsen joins Elliott and JP to talk about her duties of product scoping, scheduling, assessing risk and impact, and creating alignment for a $11 billion asset-holding financial institution.  McKenzie Paulsen is the Salesforce Director at GreenState Credit Union. McKenzie has been with GreenState for over 7 years and is responsible for overseeing ..read more

MDM, data warehouse, data lake, data lakehouse — the terminology around data management evolves almost as fast as the software itself. Paul Seo, SVP of Technology and Data at Republic Finance, joins JP to make sense of it all and talk about how experience with credit infrastructure can provide a unique insight into the shared challenges that risk and analytical teams face, including decision engine modeling, portfolio analysis, and operational reports.  Paul Seo is SVP of Technology and Data at Republic Finance. Paul has over two decades of experience harnessing the power of data and has ..read more

We like to think of OwnBackup as Tylenol for CRMs. Why? Because it saves us from headaches. Recipient of 2021 & 2022 "Top Commercial Team" and 2021 & 2022 "Top Commercial Segment RVP" awards Kevin Tiernan calls in from New Jersey to chat about why data security is a never-ending assignment, the importance of humility in sales life, and his best advice for account executives in and out of the SaaS ecosystem. Kevin Tiernan is the Area Vice President, General Business at OwnBackup. He's a results-oriented sales leader with over 10 years of experience in SaaS sales, with in-depth knowledg ..read more

Right now, banks and financial institutions are working overtime to accomplish two things: justifying marketing ROI at the highest level, and forging stronger sales and marketing relationships. This week’s guest has experience doing both. Financial Services Product Marketing Director for Demandbase and avid traveler Tara Barkett Quehl calls in after reporting for jury duty to talk about the past and future of marketing automation and personalization both in fintech and the sales world at large. Tara Barkett Quehl is the Financial Services Product Marketing Director at Demandbase, responsible ..read more

New to the Salesforce ecosystem? Head straight to PwC senior Salesforce consultant Frank Gillen's Cloud Qualified YouTube channel for informative, easily digestible 5-7 minute tutorials covering topics from Basics to Field Service Lightning to exam guides. On this week's episode, Frank and the hosts discuss expectations for Salesforce Genie, the endless relevance of CRM know-how, and which Philly destination has the most sought-after cheesesteak. Frank Gillen is a Salesforce Business Analyst at Myonex who is passionate about Salesforce and enjoys implementing new solutions to meet business nee ..read more

There’s no shortage of a-ha moments in this week’s conversation with Trailblazer, podcaster, and award-winning entrepreneur Heather Black, founder and CEO of Supermums. Heather shares how she discovered that designing systems is a science upon itself through her and her team’s work of training over 200 parents a year in Salesforce administration, consultancy, and Marketing Cloud capabilities. Elliott and JP discuss the importance of setting the right expectations for end users, and the gang compare thoughts on getting the feel for an organization's culture and how that impacts their approaches ..read more

Chief Digital Officer at Amerant Bank and salsa dancer-extraordinaire Mark Jaundoo chats with friends and old Silverline colleagues JP and Elliott about adoption, internal and external buy-in, and lessons he’s learned building out tools and processes throughout his banking career. As a strategy intern 10 years ago, Jaundoo went from manually entering reams of data in Excel to using Sales Cloud to architect a simplified version of Financial Services Cloud well before it was introduced by Salesforce — a system quickly adopted by the entire organization. In this episode, Mark discusses how FSC’s ..read more